Adjust prices at the POS checkout

When adjusting the price at checkout, you can either reduce the price of the whole order, or an individual item.

Allow staff to apply discounts

When you set up staff as POS users, you can define the limits of the discounts they can apply. See add a POS user.

Adjust the price of an item

1. Select the item in the checkout cart. A list of options opens.
2. Select Adjust Price. A popup appears.
3. Enter a discount in a currency amount or in a percentage discount.
4. Select Set new price. The item amount is updated in the checkout.
5. Repeat for any other item you want to adjust the price for.

Apply a discount to a total order

1. In the cart, select Manage Cart.
2. Select Adjust Price. A popup appears.
3. Enter a discount in a currency amount or in a percentage discount.

4. Select Set new price. The checkout amount due is updated.

   :::note If the cart contains items that are not eligible for discounts, POS displays a message: “Some items in this cart are not eligible for discounts.” The percentage discount is calculated against the eligible subtotal only — excluded items are not discounted. :::

Exclude products from discounts or price adjustments

Products and price book entries can be configured to prevent discounts or manual price adjustments from being applied to them at POS. This is set per product or per price book entry in Salesforce.

To configure exclusions, open the product or price book entry record in Salesforce and set the Exclude From Price Reductions field. This is a multi-select picklist with three options:

You can select any combination of values. If no values are selected, the item can be discounted and price-adjusted normally.

Price book entry overrides product: If a price book entry has any exclusions set, those values apply instead of the product-level exclusions. This lets you configure different exclusion rules for the same product in different pricebooks.